SW
SkyOak Wealth Portfolio holdings
AUM
$498M
1-Year Return
15.95%
This Quarter Return
+3.33%
1 Year Return
+15.95%
3 Year Return
+69%
5 Year Return
+112%
10 Year Return
–
AUM
$428M
AUM Growth
+$10.5M
(+2.5%)
Cap. Flow
-$439K
Cap. Flow
% of AUM
-0.1%
Top 10 Holdings %
Top 10 Hldgs %
36.26%
Holding
268
New
19
Increased
73
Reduced
95
Closed
22
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.67M |
| 2 |
JPMorgan Short Duration Core Plus ETF
JSCP
|
$1.02M |
| 3 |
JPMorgan Income ETF
JPIE
|
$927K |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
$803K |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$653K |
Top Sells
| 1 |
Eli Lilly
LLY
|
$2.33M |
| 2 |
MDC
M.D.C. Holdings, Inc.
MDC
|
$936K |
| 3 |
Apple
AAPL
|
$496K |
| 4 |
Taylor Morrison
TMHC
|
$493K |
| 5 |
Arista Networks
ANET
|
$488K |
Sector Composition
| 1 | Technology | 11.71% |
| 2 | Healthcare | 6.59% |
| 3 | Communication Services | 5.6% |
| 4 | Financials | 5.01% |
| 5 | Consumer Discretionary | 4.25% |
